See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,998 | $177,572+22.2% | $154,803+40.2% | $142,382+52.4% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 15.53% | 65.07%-49.5pp | 58.88%-43.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,187 | $4,810-33.7% | $4,305-26.0% | $4,299-25.9% |
| Participant deferral / active EE | $5,724 | $6,272-8.7% | $5,540+3.3% | $6,507-12.0% |
| Admin fee / account holder | $8,417 | $16,786-49.9% | $14,329-41.3% | $12,624-33.3% |